Archives for February 2015

Hi Everyone,
Tax season is a busy time of year and this one coincides with the major reallocation of most all portfolios we manage. This update is to remind everyone of why we are doing it.
Here you go,
Susan
Investment Dimensions
Dimensions point to systematic differences in expected returns on specific investments. Your portfolio can be structured around these dimensions which are sensible, backed by data, and … [Read more...]

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